-91.5%
HTZ vs SUI
-16.9%
-74.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.5% |
| 7D | +7.5% | -2.8% | +10.3% | +9.2% |
| 30D | +47.4% | -1.2% | +48.6% | +48.0% |
| 3M | -54.9% | -1.7% | -53.2% | -55.0% |
| 6M | -47.0% | -10.5% | -36.5% | -43.9% |
| YTD | -55.3% | -1.8% | -53.4% | -55.3% |
| 1Y | -57.6% | -4.1% | -53.6% | -57.2% |
| 3Y | -86.6% | +11.3% | -97.9% | -88.0% |
| 5Y | -86.1% | -32.1% | -54.0% | -82.6% |
| All | -91.5% | -16.9% | -74.6% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling